See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,842 | $165,335-36.0% | $149,696-29.3% | $158,922-33.4% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 15.31% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,054 | $5,103-59.7% | $4,644-55.8% | $4,761-56.9% |
| Participant deferral / active EE | $7,224 | $7,181+0.6% | $6,842+5.6% | $5,982+20.8% |
| Admin fee / account holder | $5,171 | $10,807-52.1% | $9,309-44.4% | $11,246-54.0% |